Lucky Cement Ltd. · PSX:LUCK
Lucky Cement — H1 2025 Earnings Presentation
15 slides from Lucky Cement's earnings presentation, Feb 21, 2025
Slide 1: Analyst Briefing 1H FY25
Analyst Briefing 1H FY25 21st February 2025
Slide 2: Group Overview
Group Overview Building Material Automobile Electronics Chemicals, Agri Science, Animal Health, Pharma Power Lucky Cement Limited |Internal Audit Department 2
Slide 3: Key Operational Highlights
Key Operational Highlights Volumetric dispatches increased by 8.7%, in 1H FY25 due to increase in exports LEPCL successfully LCL announced stock split of maintained 100% plant 5:1 for sharing growth and availability during 1H FY25 enhancing value The Foreign cement Successfully commissioning of oper
Slide 4: Industry Volumes & Market Share 1H FY25
Industry Volumes & Market Share 1H FY25 Lucky Cement Limited |Internal Audit Department 4
Slide 5: Sales Volumes & Market Share - Domestic
Sales Volumes & Market Share - Domestic The domestic sales of the company decreased by 14.0% to reach 3.0 MT in 1H FY25 During 1H FY25, the domestic market share of the company clocked in at 16.4% vs 17.1% in the SPLY Local Sales Volumes (in MT) Market Share 82.9% 83.6% 20.2 18.1 16.8 15.2 17.1% 16.
Slide 6: Sales Volumes & Market Share - Exports
Sales Volumes & Market Share - Exports The export sales volumes increased by 92.3% to reach 1.8MT in 1H FY25, primarily driven by improved global demand, coupled with enhanced production capacity During 1H FY25, the export market share of the company increased significantly to 37.6% compared to 25.7
Slide 7: Standalone Key Figures 1H FY25
Standalone Key Figures 1H FY25 Lucky Cement Limited |Internal Audit Department 7
Slide 8: Standalone Financial Highlights 1H FY25 Vs 1H FY24
Standalone Financial Highlights 1H FY25 Vs 1H FY24 All numbers in PKR billion except EPS NET REVENU E EBITDA PAT EPS (RS) 64.3 47.24 13.7 13.8 59.9 7.4% 20.0 (4.1%) 0.9% 45.47 3.9% 19.2 1H FY24 1H FY25 1H FY24 1H FY25 1H FY24 1H FY25 1H FY24 1H FY25 Lucky Cement Limited |Internal Audit Department 8
Slide 9: Consolidated Key Figures 1H FY25
Consolidated Key Figures 1H FY25 Lucky Cement Limited |Internal Audit Department 9
Slide 10: Consolidated Financial Highlights 1H FY25 Vs 1H FY24
Consolidated Financial Highlights 1H FY25 Vs 1H FY24 All numbers in PKR billion except EPS NET REVENU E EBITDA PAT EPS (RS) 134.4 8.7% 224.5 1.3% 61.1 43.5 13.6% 117.2 14.6% 60.3 206.5 38.3 1H FY24 1H FY25 1H FY24 1H FY25 1H FY24 1H FY25 1H FY24 1H FY25 Lucky Cement Limited |Internal Audit Departmen
Slide 11: Outlook 1H FY25
Outlook 1H FY25 Lucky Cement Limited |Internal Audit Department 11
Slide 12: Outlook
Outlook Pakistan’s economic near-term outlook is promising due to positive macro-economic trends such as stable currency, reduced inflation and current account surplus. Due to downward trend of inflation, it is anticipated that SBP may further reduce interest rates. However, sustaining growth in val
Slide 13: Outlook
Outlook The government’s ongoing focus on fiscal discipline and structural reforms will be pivotal in fostering investor confidence and safeguarding macroeconomic stability. While challenges persist, the outlook remains cautiously optimistic, with the potential for moderate growth. Automobile & Mobi
Slide 14: Q&A
Q&A Lucky Cement Limited |Internal Audit Department 14
Slide 15: Disclaimer
Disclaimer This presentation has been prepared by Lucky Cement Limited solely for information purposes. No representation or warranty express or implied is made thereto, and no reliance should be placed on, the fairness, accuracy, sufficiency, completeness or correctness of the information or any op